Stephen M. Clarke Project Manager Phone: (202) 283-9474 stephen.m.clarke@irs.gov Deborah O. Ernsberger Principal PYA 2220 Sutherland Avenue One Perkins Place Knoxville, TN 37919-2350 Phone: (865) 673-0844 Fax: (865) 673-0173 dernsberger@pyapc.com D. Physician Alignment Strategies: Responding to Challenges in the Evolving Healthcare Arena Robert W. Friz Tax Partner PricewaterhouseCoopers LLP 2 Commerce Square, Suite 1700 2001 Market Street Philadelphia, PA 19103-7044 Phone: (267) 330-6248 Fax: (813) 375-4121 robert.w.friz@us.pwc.com Garret B. Gluth garrett.b.gluth@irs.gov Gerald M. Griffith, Esq. Jones Day 77 West Wacker Drive Chicago, IL 60601-1604 Phone: (312) 269-1507 Fax: (312) 782-8585 ggriffith@jonesday.com D. Physician Alignment Strategies: Responding to Challenges in the Evolving Healthcare Arena John R. Holdenried, Esq. Baird Holm LLP 1500 Woodmen Tower 1700 Farnam Street Omaha, NE 68102-2002 Phone: (402) 636-8201 Fax: (402) 344-0588 jholdenried@bairdholm.com J. Tax Issues for ACOs and Other New Payment Methodologies Geralyn R. Hurd, Esq. Crowe Horwath LLP 70 W Madison Street, Suite 700 Chicago, IL 60602-4903 Phone: (312) 899-8419 geralyn.hurd@crowehorwath.com B. Charity Care and Community Benefits No Commonality of Standards for Tax Exemption Thomas K. Hyatt, Esq. SNR Denton US LLP 1301 K Street, NW Suite 600, East Tower Washington, DC 20005-3364 Phone: (202) 408-3947 Fax: (202) 408-6399 tom.hyatt@snrdenton.com G. Intermediate Sanctions: Current Issues 1
Tricia M. Johnson, Esq. Executive Director, Exempt Organization Tax Services Ernst & Young LLP 312 Walnut Street Cincinnati, OH 45202-4024 Phone: (513) 612-1850 tricia.johnson1@ey.com Tax and Finance Primer Laura Kalick National Nonprofit Tax Consulting Director BDO Seidman LLP 7101 Wisconsin Avenue Bethesda, MD 20814-4871 Phone: (301) 634-4950 lkalick@bdo.com C. UB IT Issues for Today s Healthcare Organizations The Basics and Beyond Pamela S. Kaufmann, Esq. Hanson Bridgett LLP 425 Market Street, Floor 26 San Francisco, CA 94105-5401 Phone: (415) 995-5043 Fax: (415) 995-3449 pkaufmann@hansonbridgett.com M. Community Benefit Meets Senior Care and Housing James R. King, Esq. Jones Day 325 John H. McConnell Boulevard Suite 600 Columbus, OH 43215-2673 Phone: (614) 281-3928 Fax: (614) 461-4198 jrking@jonesday.com C. UB IT Issues for Today s Healthcare Organizations The Basics and Beyond Christie A. Lohkamp, Esq. Mayo Clinic 200 First Street, SW Rochester, MN 55905-0001 Phone: (507) 266-0144 Fax: (507) 284-0986 Lohkamp.Christie@mayo.edu N. Taxable Subs: Sandwiched between Two Tax Schemes Ruth Madrigal, Esq. Attorney-Advisor, Office of Tax Policy US Department of the Treasury 1500 Pennsylvania Avnue, NW Washington, DC 20220-0001 Ruth.Madrigal@treasury.gov Mary O Toole Mahoney, Esq. Associate General Counsel Tufts Health Plans, Inc. 705 Mount Auburn Street Watertown, MA 02472-1508 Phone: (617) 972-1063 Fax: (617) 972-9048 mary_mahoney@tufts-health.com Polly Mihalkovic, CPA, MA Sentara Healthcare 6015 Poplar Hall Drive, Suite 214 Norfolk, VA 23502-3819 Phone: (757) 455-7056 Fax: (757) 455-7013 pdmihalk@sentara.com K. Forms for 500, Please! I Have to File a What? 2
Linda Sauser Moroney, Esq. Chief Legal Officer ProHealth Care, Inc. N17 W24100 Riverwood Drive Suite 130 Waukesha, WI 53188-1131 Phone: (262) 928-2208 Fax: (262) 928-4032 linda.moroney@phci.org Tax and Finance Primer Nancy Murphy Managing Director, Tax KPMG LLP 1676 International Drive Mc Lean, VA 22102 Phone: (703) 286-6604 Nancymurphy@kpmg.com N. Taxable Subs: Sandwiched between Two Tax Schemes Edwin Oswald, Esq. Orrick Herrington & Sutcliffe LLP 1152 15th Street, NW Washington, DC 20005-1723 Phone: (202) 339-8438 eoswald@orrick.com L. Tax-Exempt Bonds, Schedule K and Preparing for IRS Private Business Use Examinations Preston J. Quesenberry Office Of Chief Counsel Te/Ge Division Phone: (202) 622-6902 preston.quesenberry@irscounsel.treas.gov Mary E. Rauschenberg, CPA Deloitte Tax LLP 111 South Wacker Drive Chicago, IL 60606-4302 Phone: (312) 486-9544 Fax: (312) 247-9544 mrauschenberg@deloitte.com Scott D. Schitter Corporate Director Tax and Financial Compliance Catholic Healthcare Partners 615 Elsinore Place Cincinnati, OH 45202-1459 Phone: (513) 639-0173 Fax: (513) 562-9576 sdschitter@health-partners.org B. Charity Care and Community Benefits No Commonality of Standards for Tax Exemption Ronald J. Schultz, JD PricewaterhouseCoopers LLP 1301 K Street, NW Suite 800W Washington, DC 20005-3317 Phone: (202) 414-1000 ronald.j.schultz@us.pwc.com O. Form 990 Schedule H Allison C. Simpson, Esq. Copeland Cook Taylor & Bush PA 1076 Highland Colony Parkway Concourse 600, Suite 100 Ridgeland, MS 39157-8832 Phone: (601) 856-7200 Fax: (601) 856-8242 asimpson@cctb.com F. The How s and Why s of a Community Health Needs Assessment: A Project Guide for Healthcare Attorneys 3
Thomas E. Spahn, Esq. McGuireWoods LLP 1750 Tysons Boulevard, Suite 1800 McLean, VA 22102-4231 Phone: (703) 712-5417 Fax: (703) 712-5199 tspahn@mcguirewoods.com A. The Legal Ethics of Email and Social Media Keith Staats, Esq. Director State and Local Tax Services Litigation Grant Thornton LLP 175 W Jackson Boulevard, Floor 20 Chicago, IL 60604-2606 Keith.Staats@us.gt.com E. Property Tax and Sales Tax Issues for Not-For-Profit Hospitals and Healthcare Organizations The Illinois Experience Outlier or Harbinger? Donald B. Stuart, Esq. Waller Lansden Dortch & Davis LLP 511 Union Street, Suite 2700 Nashville, TN 37219-1791 Phone: (615) 850-8845 Fax: (615) 244-6804 Don.Stuart@wallerlaw.com J. Tax Issues for ACOs and Other New Payment Methodologies T.J. Sullivan, Esq. Drinker Biddle & Reath LLP 1500 K Street, NW Washington, DC 20005-1209 Phone: (202) 230-5157 Fax: (202) 230-5357 tj.sullivan@dbr.com H. Joint Ventures Update Stephanie N. Switzer, Esq. Cleveland Clinic Foundation 3050 Science Park Drive, Building 3 Beachwood, OH 44122 Phone: (216) 448-0194 Fax: (216) 448-0201 switzes@ccf.org Robert Vuillemot, Esq. Senior Manager Exempt Organization Tax Services Ernst & Young LLP 1 PPG Place, Suite 2100 Pittsburgh, PA 15222-5417 Phone: (412) 644-5313 robert.vuillemot@ey.com K. Forms for 500, Please! I Have to File a What? David A. Williams, CPA, MPH, FHFMA Partner and Director of Reimbursement and Advisory Horne LLP 1020 Highland Colony Parkway Suite 400 Ridgeland, MS 39157-2129 Phone: (601) 326-1320 Fax: (601) 969-2179 david.williams@horne-llp.com F. The How s and Why s of a Community Health Needs Assessment: A Project Guide for Healthcare Attorneys 4
Karen P. Wolfson Care Group, Inc. 109 Brookline Avenue, Suite 300 Boston, MA 02215-3903 Phone: (617) 667-1885 Fax: (617) 667-1736 kwolfson@caregroup.harvard.edu O. Form 990 Schedule H John V. Woodhull, Esq. Crowe Horwath LLP 70 West Madison Street, Suite 700 Chicago, IL 60602-4903 Phone: (312) 899-7005 Fax: (312) 899-5300 john.woodhull@crowehorwath.com L. Tax-Exempt Bonds, Schedule K and Preparing for IRS Private Business Use Examinations 5